See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $90,350 |
Service code 27 24 E COTA STREET · SANTA BARBARA, CA 93101 | Advisory (Plan) | $26,106 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,227 | $87,621-33.5% | $86,436-32.6% | $77,904-25.3% |
| Participation rate | 98.7% | 85.8%+12.9pp | 80.3%+18.3pp | 73.7%+25.0pp |
| Annual return | -8.10% | -13.90%+5.8pp | 4394.89%-4403.0pp | 12.21%-20.3pp |
| Employer contribution / active EE | $5,885 | $3,474+69.4% | $3,769+56.2% | $2,848+106.7% |
| Participant deferral / active EE | $16,580 | $8,645+91.8% | $6,952+138.5% | $4,806+245.0% |
| Admin fee / account holder | $69 | $85-18.6% | $6,731-99.0% | $133-48.0% |